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Jason On Firms Podcast

Jason On Firms Podcast

638 episodes — Page 12 of 13

Ep 88088 Exploring The Role Of Ego In Accounting Firm Running

The Elephant In The Brain https://www.amazon.com/The-Elephant-in-Brain-audiobook/dp/B07H8K4G9G?crid=30EXPLSNZDX4R&keywords=the+elephant+in+the+brain&qid=1690993958&sprefix=the+elephant+in+the+brain,aps,159&sr=8-1Previous episode on exploring our motivations https://youtu.be/B7mCVZTkL0w💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

Aug 7, 202327 min

Ep 87087 How To Get People To Promote Your Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Aug 4, 202323 min

Ep 86086 Handing Your Accounting Firm Over to your Staff

💰 Today's SponsorsCanopy https://www.getcanopy.com/Copilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

Aug 3, 202323 min

Ep 85085 Should Accountants Ask Clients For Referrals?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Copilot https://www.copilot.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

Aug 2, 202327 min

Ep 84084 How To Get Paid for Discovery Work in Accounting Firms

Main channel video on $100M Offers https://youtu.be/TuDopCzky_g💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Aug 1, 202331 min

Ep 83083 Why Your Accounting Firm Should Publish A Book

ChatGPT Plus https://openai.com/blog/chatgpt-plusClaude https://claude.ai/ElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jul 31, 202327 min

Ep 82082 How Many Years Experience Do You Need To Launch An Accounting Firm?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jul 28, 202332 min

Ep 81081 Finding BETTER Clients For Your Accounting Firm

🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jul 26, 202327 min

Ep 80080 How To Get Your Accounting Clients To Pay More

🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jul 25, 202330 min

Ep 79079 Tips To Build An Accounting Firm Around A Niche

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 21, 202328 min

Ep 78078 How To Build Your Accounting Firm Tech Stack

XPM https://www.xero.com/us/xero-practice-manager/Aero https://www.aeroworkflow.com/Pixie https://www.usepixie.com/Liscio https://www.liscio.me/Senta https://www.senta.co/us/Qount https://www.qount.io/Mango https://mangopractice.com/Karbon https://karbonhq.com/Keeper https://keeper.app/Copilot https://www.copilot.com/Jetpack https://jetpackworkflow.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Elephant https://getelephantcpa.com/TaxDome https://taxdome.com/Client Hub https://clienthub.app/Financial Cents https://financial-cents.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 19, 202329 min

Ep 77077 How AI Personal Assistants Impact The Accounting Profession

Take Pi for a spin https://inflection.ai/Note the browser chat experience kind of stinks, if you're chatting in a browser you may as well just use ChatGPT. The novel thing here specifically is the new iOS app.💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 17, 202333 min

Ep 76076 2023 New Tech For Accountants Roundup - Part 2

Inkle https://www.inkle.io/Ply https://ply.io/Recall Chrome Extension https://www.recall.wiki/extensionRaycast https://www.raycast.com/proGmail Generative Email https://www.androidpolice.com/google-ai-write-gmail/Truewind https://www.truewind.ai/ChatThing https://chatthing.ai/Translucent https://www.translucent.io/Microsoft Loop https://www.microsoft.com/en-us/microsoft-loopWindows Copilot https://blogs.windows.com/windowsdeveloper/2023/05/23/bringing-the-power-of-ai-to-windows-11-unlocking-a-new-era-of-productivity-for-customers-and-developers-with-windows-copilot-and-dev-home/ZeroTax.ai https://zerotax.ai/Puzzle https://puzzle.io/Receipt Cat https://www.receiptcat.com/ScanStraight https://scanstraight.com/30 Days of AI https://kitchentableautomations.thinkific.com/collectionsDigits AI https://www.prnewswire.com/news-releases/digits-ai-debuts-as-worlds-first-secure-accurate-business-finance-ai-301857407.htmlCashWarden https://www.cashwarden.com/Simply Automate https://simplyautomateinc.com/rpaextension/Karbon AI https://karbonhq.com/feature/aiCharcoal Desk https://www.charcoal.inc/App Stream https://www.growthlabfinancial.com/automations-for-accountants💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 14, 202335 min

Ep 75075 2023 New Tech For Accountants Roundup - Part 1

Jason’s Newsletter newsletter.jason.cpaMacro https://www.macro.com/Guidde https://www.guidde.com/Receiptor AI https://receiptor.ai/ChatGPT Plugins https://openai.com/blog/chatgpt-pluginstheGist https://www.thegist.ai/AI Generated QR Codes https://barcode.so/Dropbox Universal Search https://blog.dropbox.com/topics/product/introducing-AI-powered-toolsRows AI https://rows.com/aiInterdimensional Clown Wrestling https://twitter.com/SteveMills/status/1665872102665383936Digits Transaction Review https://digits.com/blog/posts/introducing-digits-transaction-review/Notion Projects https://www.notion.so/product/projectsMicrosoft 365 https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot-a-whole-new-way-to-work/Canopy Generative Email https://www.getcanopy.com/blog/canopy-launches-chatgpt-ai-in-accounting-practice-management-software-canopyMad Woman Media https://madwomanmedia.co/ResearchBuddy [https://jstaats.notion.site/jstaats/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596](https://www.notion.so/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596?pvs=21)Parsio https://parsio.io/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 13, 202332 min

Ep 74074 Where Should Accountants Start With Content Creation?

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 12, 202331 min

Ep 73073 Using AI To Build Your Accounting Firm Niche

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 11, 202332 min

Ep 72072 How Accounting Firms Sell App Advisory

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 10, 202333 min

Ep 71071 How To Take A Break From Your Accounting Firm

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 7, 202334 min

Ep 70070 Should Accounting Firms Send Generic Engagement Letters?

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 6, 202328 min

Ep 69069 How Accounting Firms Collaborate With Other Firms

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Xero Roadshow www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 5, 202329 min

Ep 68068 What’s A Modern Accounting Firm In 2023?

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Xero Roadshow www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 3, 202326 min

Ep 67067 Should Accountants Put Themselves Or Their Clients First?

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Xero Roadshow www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 30, 202337 min

Ep 66066 Someone Just Bolted ChatGPT To An Accounting Ledger

Overview of Digits release https://twitter.com/JStaatsCPA/status/1671926140708040704?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 27, 202333 min

Ep 65065 A Better Way To Fire Clients In Your Accounting Firm

💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://darkhorse.cpa/careers/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 26, 202334 min

Ep 64064 Email Inbox Management for Accounting Firms

💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://darkhorse.cpa/careers/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 23, 202336 min

Ep 63063 Build An Accounting Firm Around What You Love

CPA Advisory Show podcast https://podcasts.apple.com/us/podcast/the-cpa-advisory-show/id1627272813💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://darkhorse.cpa/careers/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 22, 202332 min

Ep 62062 Should We Wait For AI To Buy New Software?

💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://darkhorse.cpa/careers/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 21, 202325 min

Ep 61061 When To Start Your Own Accounting Firm

💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://abetterway.cpa/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 20, 202335 min

Ep 60060 How To Become The Luckiest Accountant

Interview with the author of The Luck Factor https://www.youtube.com/watch?v=w6gY8EouXzE💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 19, 202328 min

Ep 59059 What If AI Does Automate Bookkeeping?

💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 16, 202336 min

Ep 58058 The Case For Recording Your Meetings

Fathom https://fathom.video/Fireflies https://fireflies.ai/💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 15, 202331 min

Ep 57057 How To Pick Your Accounting Firm Practice Management System

💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 14, 202342 min

Ep 56056 Is It Too Early For Accounting Firms To Jump On ChatGPT?

💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 13, 202335 min

Ep 55055 Accountants Selling Software To Accountants

Kitchen Table Automations https://kitchentableautomations.thinkific.com/Audit Miner https://auditminer.com/TaxPlanIQ https://taxplaniq.com/FinDaily https://findaily.io/ScanStraight https://scanstraight.com/Minecraft Voyager paper https://arxiv.org/pdf/2305.16291.pdfJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 12, 202335 min

Ep 54054 The Path To Fully Automated Bookkeeping

AI accounting ledger writeup https://www.linkedin.com/pulse/your-accounting-ledger-ai-jason-staats-cpaAI practice management system writeup https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 9, 202334 min

Ep 53053 Should Accounting Firms Run New Hire Trial Days?

💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 8, 202332 min

Ep 52052 What Will Accounting Grads Do Post AI?

💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 7, 202334 min

Ep 51051 Change Management in Accounting Firms

💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 6, 202334 min

Ep 50050 Should You Speak At An Accounting Conference?

💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 5, 202329 min

Ep 49049 What We’ll Do After AI Automates Accounting

GPT-4 tax prep video https://youtu.be/hjw45TDROUsOpenAI governance post https://openai.com/blog/governance-of-superintelligence💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 2, 202336 min

Ep 48048 Delivering Financials & Tax Returns Over Video

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jun 1, 202339 min

Ep 47047 How To Build An Accounting Firm To Sell

Patrick Dichter Firm Acquisition Guy https://twitter.com/patrickdichter💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 31, 202342 min

Ep 46046 Loyalty in Accounting Firms

Sunday’s video about leaving firm https://youtu.be/6TbzxYZMZFw💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 30, 202332 min

Ep 45045 People Unfit To Run Accounting Firms

Abir’s Video https://twitter.com/Cranky_CPA/status/1661729723725103104?s=20The Emyth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1LGWN2NJ80YJM&keywords=the+emyth&qid=1685229311&sprefix=the+emyt%2Caps%2C171&sr=8-1Entrepreneur v Manager v Technician https://nozeyparkers.co.uk/wp-content/uploads/2016/09/Emyth-Personalities.jpgRedditor gives ChatGPT control of his local file system https://www.reddit.com/r/ChatGPT/comments/13k80x9/just_created_a_mad_plugin_for_chatgpt_to_give_it/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 29, 202338 min

Ep 44044 PTO In Accounting Firms

Alicyn’s PTO Tweet https://twitter.com/AtlantaTax/status/1661449734064689154?s=20Jason’s newsletter https://www.newsletter.jason.cpa/Chain-of-thought prompt to swipe: https://jstaats.notion.site/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 26, 202339 min

Ep 43043 AI Aced Every Accounting Certification

AccountingToday GPT-4 CPA Exam article https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passesNew CPA exam study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4452175Chain-of-thought prompting study https://arxiv.org/pdf/2201.11903.pdfA fantastic talk about the risks of AI (s/o to Hector Garcia for this one, not Jacob) https://www.youtube.com/watch?v=LWiM-LuRe6wDigits Finance AI https://digits.com/ai/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 25, 202335 min

Ep 42042 How Much Money Should A First Year Accounting Firm Make?

John Rea’s thread about dangers of niching https://twitter.com/johnrea88/status/1660670837219893248?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 24, 202341 min

Ep 41041 Getting Your Accounting Firm Off Timesheets

Legacy accountant user manual https://twitter.com/JStaatsCPA/status/1276555508980293638?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 23, 202341 min

Ep 40040 Do Accounting Firms Need Reporting Apps?

Syft https://www.syftanalytics.com/Fathom https://www.fathomhq.com/Reach Reporting https://reachreporting.com/LiveFlow https://liveflow.io/G-Accon https://www.accon.services/Genius Sheets https://www.geniussheets.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 22, 202338 min

Ep 39039 ChatGPT Plugins For Accountants

ChatGPT Plugins https://openai.com/blog/chatgpt-pluginsChatGPT Zapier Plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/Langdock for building your own Plugin https://www.langdock.com/AI regulation hearings supercut https://twitter.com/mreflow/status/1658699524137971714?s=20iOS voice cloning https://www.pcmag.com/news/voice-cloning-tech-iphone-ipad-help-those-with-disabilities-speak💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

May 19, 202340 min